KeyBank Specialist IV Loan Client Services in Brooklyn, Ohio

Specialist IV Loan Client ServicesinBrooklyn, OHatKey Bank- Corporate

Date Posted:3/20/2018

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  • Location:

4910 Tiedeman Road

Brooklyn, OH

  • Job Type:


  • Experience:

Not Specified

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Job Description


Working within a team of 15 Consumer Loan and Credit Inquiry servicing associates, this position is responsible for responding to external and internal loan servicing requests and credit inquiries regarding Key s Commercial and Consumer Banking relationships. Adhere to Corporate Credit Policy procedures, loan regulatory requirements and Consumer/Privacy laws. Use fair and reasonable judgment when interpreting and disclosing client relationships. Works within and complies with established operational and compliance quality standards and service levels at a highly productive level.


  • Perform accurate and timely loan transactions including account research and loan maintenance, escrow processing, DDA deposits using APA system and wire transfers.

  • Respond to loan and deposit balance verification requests from internal and external parties including processing Standard CPA Audit Confirmations, Credit Investigations, Estate/Date of Death Inquiries, Governmental Balance inquiries for Social Security Administration, Internal Revenue Service, Housing Applications.

  • Follow established industry standard practices for the proper exchange of commercial credit information.

  • Balance general ledger entries to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.

  • Perform careful and timely review of various reports to alleviate potential customer impact issues and to ensure system integrity. Take appropriate action to address issues.

  • Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.

  • Actively seek opportunities to improve process efficiency, quality and the client experience. Communicate ideas appropriately to effect real change.

  • Provides world class customer service to internal and external customers through total adherence to the Key Values and Key Difference concepts

  • Identify major and minor issues/problems and communicate to appropriate management

  • Assist other team members with daily workload to ensure timely completion and achievement of work team assignments.

  • Actively pursue development of self to better support team and future advancement.



  • High School Diploma or equivalent, some college preferred

  • Strong accounting background.

  • 1+ years related job experience with knowledge of bank loan and deposit products.

  • Ability to establish and maintain effective working relationships among team members and product and support partners.


  • Bachelor s degree or equivalent experience,

  • Proficiency in the following KeyCorp systems: Hogan, ALS, CLS, Loan IQ, Lotus Notes, DocumentDirect, KeyView Deluxe

  • Working knowledge of loan accounting and loan systems.


  • Excellent written and verbal communication skills

  • Demonstrated problem/solving and decision making

  • Must demonstrate proven, outstanding customer service skills

  • Strong working knowledge of government regulations.

  • Working knowledge of systems that provide loan information.


Standard office equipment; MS Office products.


Compliance training as required. Other on the job training and certifications as required by job.ABOUT KEY:KeyCorp's roots trace back 190 years to Albany, New York. Headquartered in Cleveland, Ohio, Key is one of the nation's largest bank-based financial services companies, with assets of approximately $134.5 billion at March 31, 2017. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name. KeyBank is Member FDIC.ABOUT THE BUSINESS:Key Technology and Operations (KTO) is Key Bank s shared services organization for technology, operational, and servicing functions supporting business partners and clients across all lines of business. Within the overall organization, KTO provides efficient, reliable and secure technology; creates an effective variable cost technology delivery model that maximizes the return on IT spend; orchestrates the efficient use of corporate information and technology assets; and supports innovation that creates competitive distinction. KTO is effective and efficient in payment and deposit servicing, loan servicing, exception and dispute processing, investment and support services, sourcing and procurement, as well as enterprise-wide fraud prevention, investigations and operational support to human resources and the Bank s BSA/AML program.FLSA STATUS:Non-ExemptKeyCorp is an Equal Opportunity and Affirmative Action Employer committed to engaging a diverse workforce and sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.JobID: 27643BR